Terrin Kalian
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How to approve bills for payment
If someone sends you a bill to be reviewed and approved before paying it, you can approve in the Manage Bills page by clicking the green check mark next to the bill: You can also approve through t...
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Closing a purchase order with a bill
To close a purchase order by logging a vendor bill against it, the total quantity of items included in the bill(s) must add up to the quantity in the purchase order. First, add a new bill, and incl...
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How to activate your Knowify account
To activate your Knowify account, go to the Subscription tab of your admin section and click where it says Activate Now: This will pull up a breakdown of your subscription and prompt for a discoun...
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Using QuickBooks Classes with Knowify
If you use Classes in QuickBooks and would like them to use them when pushing transactions from Knowify, you can map a Class to each job in Knowify’s QuickBooks module. First, you’ll want to go to ...
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How to send notifications to employees
If you need to communicate information to your employees in the field, you can send them mobile push notifications and emails via Knowify’s Job Board scheduling tool and through your Dashboard. The...
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How to delete time entries
To delete a time entry, go to the Review Time screen and check the box next to the time entry (or entries) you'd like to delete, then click the delete button
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How to delete a Change Order
To delete a Change Order, it must be in draft mode. If the change order is active, you can learn how to switch it to draft by clicking here Once the Change Order is in draft mode, you can delete it...
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How to exclude tax rates from job costing
Information This guide only applies to accounts that are set outside the United States If you would like to set up tax rates so they are not included in job costing, first go to your admin sectio...
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Approving Purchases and Approval Authority
When you are setting up your users in Knowify, you have the option to set a user’s approval authority and direct manager. The approval authority is the user’s limit where any purchase above that am...
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Dashboard Card - Team Activity
The Team Activity card in the Dashboard module shows employees that are checked in and how long they've been working each day. The initials to the left of each bar show which employee the time is ...